Director, Business Advisor
Director, Business Advisor
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Job Description
At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.
Our Modern Flexible Workplace:
Summary of the Job:
About This Role:
Risk Management: The Business Owner Advisor alongside the Business RM will proactively identify items of Business Risk Management for our Business Segment customers. Using the Business Owner Advisory Services (BOAS) continuity planning process the Advisor will create continuity plans for the business and the business owner in preparation for disability death or other unexpected events. The Advisor will have sufficient knowledge to make planning recommendations concerning buy/sell reviews liability planning entity structure/tax planning and estate/tax planning considerations. The Advisor will maintain a network of outside advisors needed to create and deliver recommendations and solutions to customers.
Transition Planning: The Advisor with the Business RM will proactively identify opportunities to provide Succession Planning for our Business Segment customers. Using our BOAS assessment process and recommendation library the Advisor will be responsible for creating action plans for the business owner and facilitate communication between stakeholders as needed. The Advisor will be adept at managing unique family dynamics and facilitating communication to promote planning progress. The Advisor will aid the business owner in their evaluation of exit options including internal external and liquidation.
Family-Owned Businesses: The Advisor with the Business RM will support business owning families by identifying opportunities to improve family communication and family dynamics through creating family governance structures planning and facilitating family meetings and creating education for business owning families. The Advisor will have access to firm-wide expertise to create and deliver all recommendations and solutions to family-owned business customers.
FNBO Collaboration: The Advisor will work with business owners to identify financial planning opportunities serving as a connecting point between the business segment and wealth segment. Whenever possible they will be responsible for collaborating with wealth advisors and financial planners to bring an integrated perspective to the business owner. The Advisor will also identify opportunities for other opportunities to deepen the customer relationship including but not limited to insurance mortgage and personal banking.
Subject Matter Expertise: The Advisor brings a strong level of expertise in business owner transition planning strategies. To maintain ongoing fluency the Advisor will continuously expand their knowledge base by maintaining professional designations seek out learning opportunities and dedicate time to professional growth. Key focus areas include M&A family systems advanced trust and estate planning tax planning and capital markets. Business Owner Advisors will share this expertise within the business segment in a way that promotes RM education and development
The Ideal Candidate for This Role:
Minimum Qualifications:
Bachelors degree required JD CExP CEPA CVA or CPA preferred Minimum of 7 years of specialized expertise and business owner advisory in succession planning tax valuation investment banking or estate planning Effective communication and facilitation skills to navigate challenging personality dynamics mediate differing viewpoints and support consensus building Commitment and demonstration of client sensitivity and confidentiality Ability to work independently with guidance in the most complex situations as well as collaboratively within a team environment Exceptional verbal and written communication abilities including confidence in presenting to and advising executive-level clients and their families Strong knowledge of the finance industry and the local state national and global economy Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business and builds trust and confidence among co-workers and customers. Maintains composure during uncertain or ambiguous situations Flexibility of schedule to accommodate customer meetings occurring prior to or after normal business hours
Additional Qualifications:
CAP CFP CFA CWS CTFA CFM or ability to earn additional accreditation is helpful.
Compensation:
Compensation range (base pay): $105443.00-$179253.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:
Medical Dental Vision Insurance
401k With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.
Job number: R-Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download EEO is The Law Self-Print Poster
Click here to download EEO is The Law Supplement for Federal Contractors
Click here to download EEO is The Law GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Required Experience:
Director
Employment Type
Full-Time
